NVIDIA's Q4 earnings report is about to be released, and Oppenheimer expects it to exceed market expectations, reiterating its "outperform" ratingMeta partners with NVIDIA to expand long-term artificial intelligence developmentConcerns about technology stocks have eased, and the stock markets in Japan and South Korea opened higher and continued to rise, with Samsung Electronics up 5%. The yen weakened to 154, and rising geopolitical tensions pushed up gold and oil pricesAmazon surpasses Walmart to become the world's top revenue earnerThe labor market remains resilient! The number of initial jobless claims in the U.S. unexpectedly fell to a new low in over a month last weekHedging while riding the AI wave! The U.S. utility sector has transformed from "dull blue chips" into an investment darlingIs Trump "overconfident" or "putting on a show" regarding Iran and oil prices?Google will help Singapore's Winter Sea Group build an AI shopping intelligenceSamsung Electronics' stock price soars to a historic high! Report: The company plans to significantly raise the price of its HBM4 chips by 30%Foreign capital sweeps Japanese stocks, with net purchases in a single week reaching the highest level since 2014!Global fiscal stimulus "loud thunder but little rain"? UBS expects it to contribute only 8 basis points to GDP growth in 2026Google collaborates with Shopee's parent company Sea to develop AI tools for e-commerce and gamingHawkish expectations rise! Most economists predict that the Bank of Japan will raise interest rates ahead of scheduleTesla claims that the cumulative mileage of the FSD supervision version has exceeded 8.2 billion milesDisagreements within the Federal Reserve persist! The interest rate outlook remains unclear as the dollar moves away from recent lowsJensen Huang predicts "unprecedented" new chip products, the next-generation Feynman architecture may become the focusSamsung and SK Hynix "adjust strategy": New storage factory production plan advanced"Hardware Defense" hedges AI anxiety, and the correlation between Apple and the Nasdaq hits a 20-year lowNVIDIA CEO says they may showcase "unprecedented" chips at the GTC conference"This is difficult, but I believe in you"! Jensen Huang hosted a dinner for SK Hynix engineers last week, personally toasting and urging for "on-time delivery of HBM4 without delays."Endorsing AI trading! OpenAI is finalizing a new round of financing, raising up to $100 billion at a valuation of $830 billionFederal Reserve officials adopt a hawkish stance, while interest rate options traders go against the trend: betting on aggressive rate cutsGoldman Sachs: U.S. Immigration Plummets 80%, Reshaping Employment "Breakeven Point," AI Becomes the Biggest Variable in the Labor MarketMeta is reportedly restarting its smartwatch project, planning to launch its first product this yearIs this time different? The US military "will strike Iran as early as this weekend," how will oil prices react?The Japanese yen and Japanese government bonds are on high alert! The Koizumi cabinet is about to announce the candidates for the central bank committee, could the aggressive easing faction take office?U.S. Senator Warren warns the Federal Reserve and the Treasury: No bailouts for cryptocurrency billionairesPower shortages, water shortages, labor shortages, and land grabs! The construction boom of data centers in the United States faces obstaclesInstitutions "most overweight" Sandisk, "least overweight" NVIDIAThe Federal Reserve's January meeting minutes reveal "hawkish" officials are cautious about further rate cutsMassive investments in AI raise market concerns, Amazon's stock price has a poor start this year, but Wall Street still sees it as an "undervalued winner."Japanese stocks opened higher and continued to rise, with the Nikkei 225 index up over 1%, and spot gold recovered to 4,900 USDLast year, investors outside the United States accelerated their purchase of U.S. financial assets, but holdings of U.S. Treasury bonds decreased in DecemberReminder: Please pay close attention to the following (all times are in Beijing time)The New York Fed's research indicates that tariffs heavily burden American companies and consumers, while Hassett criticizes: it's embarrassing, and relevant personnel should be punishedMorgan Stanley stated that Amazon is the "most undervalued generative AI winner" and maintained an "overweight" ratingU.S. oil surges 5%! The U.S. and Israel may jointly attack Iran, the White House says negotiations have made progress, but key issues remain far apartTop 20 US Stock Trading Volume on February 19: Google Enters the AI Music Creation FieldEnd of Day: U.S. stocks slightly rise with NVIDIA leading tech stocks as traders assess the Federal Reserve's meeting minutesResearcher: NVIDIA's expanded cooperation with Meta may be detrimental to IntelFederal Reserve Minutes: Several officials believe that if inflation declines as expected, interest rates will be cutThe Federal Reserve meeting minutes reveal significant divisions: some officials support further rate cuts, while others hint at possible rate hikesGoogle and Apple ramp up generative artificial intelligence to enter the music creation fieldInstitution: Suggests betting that the Federal Reserve's interest rate cuts in the second half of the year will be less than expectedNVIDIA and Meta expand AI collaborationApple and NASDAQ have decoupled, becoming a safe haven to avoid market volatility caused by AIWBD restarts negotiations, supports the deal with Netflix